Advisors Moving to LPL

If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.

Current LPL Advisors

Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.

Clients of LPL Advisors

To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.

Two LPL Women Advisors Recognized for Leading the Financial Advice Industry

June 11, 2018

LPL Financial is proud to announce that two of its affiliated advisors are ranked among the 2018 Top 100 Women Financial Advisors by Barron’s.

LPL advisors recognized and their respective rankings include:

#7 – Susan Kaplan, Kaplan Financial Services, Newton, Mass.

#14– Laila Pence, Pence Wealth Management, Newport Beach, Calif.

"On behalf of LPL, I applaud Susan and Laila for being named to the Barron’s Top 100 Women Financial Advisors list,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “These women are leading the industry by serving clients with an unwavering commitment to helping them work toward their financial goals. LPL is proud to support these successful female business owners and looks forward to partnering with them for years to come.”

According to Barron’s, the annual list showcases the nation’s top 100 women financial advisors based on data such as assets under management, revenue produced for their firms, regulatory record and philanthropic work.